Filed May 5, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,046,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,652 | $85,590-22.1% | $73,309-9.1% | $69,651-4.3% |
| Participation rate | 65.5% | 78.5%-12.9pp | 74.9%-9.4pp | 66.6%-1.0pp |
| Annual return | -0.28% | 29.41%-29.7pp | 5.67%-6.0pp | 53.77%-54.0pp |
| Employer contribution / active EE | $1,984 | $2,537-21.8% | $3,237-38.7% | $2,241-11.4% |
| Participant deferral / active EE | $4,044 | $5,237-22.8% | $4,991-19.0% | $3,635+11.3% |
| Admin fee / account holder | $45 | $72-38.0% | $5,635-99.2% | $63-29.4% |